Fiscal Wisdom Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Fiscal Wisdom Wealth Management’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Buy	4,513 +107	+2%	+$6.36K	0.23%	78
2026 Q1	$243K	Buy	4,406 +54	+1%	+$3.11K	0.23%	69
2025 Q4	$247K	Buy	4,352 +309	+8%	+$17.4K	0.23%	67
2025 Q3	$226K	Buy	+4,043	New	+$220K	0.21%	68

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiscal Wisdom Wealth Management's FDVV Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its Fidelity High Dividend ETF (FDVV) stake by 2.4% in Q2 2026, buying an estimated $6.36K and bringing the position to 4,513 shares worth $272K. The position accounts for 0.23% of the portfolio, ranked #78.

Fiscal Wisdom Wealth Management first reported a position in FDVV in Q3 2025 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Fiscal Wisdom Wealth Management held 4,513 shares of Fidelity High Dividend ETF worth $272K as of Q2 2026.
Fiscal Wisdom Wealth Management bought 107 Fidelity High Dividend ETF shares in Q2 2026, an estimated $6.36K.
Fidelity High Dividend ETF made up 0.23% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #78 holding.
Fiscal Wisdom Wealth Management first reported a position in Fidelity High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.